Senior Technical Sales Specialist, ETF Capital Market Support

We are looking to grow our specialist team by hiring an experienced ETF capital markets, trading or portfolio management professional willing to leverage their background in a unique way.

- Contribute to firm-level ETF capital markets strategy; liaise with the ETF trading ecosystem of Authorized Participants, market-makers, listing exchanges & liquidity providers, on behalf of individual issuer clients and the firm as a whole

- Partner with IMS business development, Solutions, operational units, legal & compliance and IMS leadership to onboard and ensure the operational readiness and strategic success of new ETF issuers

- Enhance our ETF implementation & educational program through the development of training material, technical explainers, custom FAQs & hands-on instruction to Issuer teams in implementation and beyond

- Build foundational models & sample documents to illustrate or enable client PM/ trading and tax optimization workflows

- Ensure ETF portfolio execution & capital markets insights are provided in operational onboarding context by participating extensively in client implementation

- Support clients in assessing distribution opportunity and strategy, product development relative to ETF mechanics, ecosystem partnerships and special projects such as conversions, dual share class, etc.

- Participate in assessments of client technology & operational capability to help guide ETF portfolio management workflow and procedure development

- Build SEI thought leadership and external visibility in the ETF community

- Partner with Solutions in scoping and execution of IMS's ETF technology roadmap

- Strong experience in ETFs (buy or sell side) - trading, capital markets or sales; relevant experience in ETF model development or ETF allocator roles welcome

- Charter-holder status or progress towards CFA or CAIA designation

- Series 7 and 63 licensed or ability to earn licensure within 6 months of hire

- High degree of professional ethics, strong understanding of and appreciation for the role and requirements of fiduciaries

- Deep technical understanding of ETF market structure, vehicle mechanics and core accounting, tax and regulatory concepts that drive ETF portfolio management

- Strong existing relationships with ETF market participants

- A knack for smart questions and critical, flexible thinking about third-party managers' unique approaches and preferences to developing and executing their IP

- Ability to consistently, effectively interface with clients and present complex technical material

- Strong technical proficiency and desire to align with and help drive important modernization & automation initiatives at the company level

- Highly motivated, with a results-driven, growth mindset and strong problem-solving skills

- Excellent probing and listening skills with a strong attention to detail

- Ability to self-organize and work in a high-growth environment where change is the norm and each day looks different depending on the needs of our clients and colleagues

- Ability and willingness to travel up to 20% depending on location

We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI.

After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce.

We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success.

We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.

SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines .